E&G Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $825K | Buy |
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|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $579K | Hold |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $220K | Buy |
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